+740.0%
VTV vs PAAS
+236.4%
+503.6%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.3% |
| 7D | +2.9% | -8.9% | +11.8% | +3.9% |
| 30D | +3.8% | -11.4% | +15.2% | +4.9% |
| 3M | +1.6% | -20.4% | +22.0% | +3.6% |
| 6M | +11.2% | -40.7% | +51.9% | +16.4% |
| YTD | +22.0% | -26.9% | +48.9% | +24.1% |
| 1Y | +24.9% | -3.1% | +28.0% | +23.1% |
| 3Y | +78.5% | +199.3% | -120.8% | +52.9% |
| 5Y | +77.8% | +48.3% | +29.5% | +60.8% |
| 10Y | +231.1% | +197.6% | +33.4% | +159.8% |
| All | +740.0% | +236.4% | +503.6% | +447.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded PAAS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling